Customized retirement plans in Grand Rapids, MI
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Keystone Retirement Services
● ClosedKeystone Retirement Services is a comprehensive finance, health, and insurance agency located at 6641 Division Avenue South in Grand Rapids, Michigan. Our experienced team is dedicated to helping individuals plan for a secure and comfortable retirement through personalized financial strategies and health insurance options. We strive to provide top-notch customer service and support to ensure our clients have peace of mind as they navigate the complexities of retirement planning. Contact us today to learn more about how Keystone Retirement Services can help you achieve your financial goals.
6641 Division Ave S, Grand Rapids, MI 49548, United States -
Retirement & Wealth Strategies (RWS Financial Group)
● ClosedRetirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 32 Market Avenue Southwest, Grand Rapids, Michigan, United States. Since 1985, RWS has been dedicated to helping clients with their investment objectives, planning needs, and portfolio design. Specializing in creating retirement and wealth strategies, RWS provides objective, unbiased advice and personalized quality service. With customized investment management solutions tailored to your goals, investable assets, and risk tolerance, RWS integrates these into a comprehensive financial plan with personalized strategies for you. By leveraging technology and decades of experience, RWS maximizes your financial plan and aligns your investments with your goals and opportunities.
32 Market Ave SW Suite 310, Grand Rapids, MI 49503, United States -
Journey Retirement Plan Services Llc
● OpenJourney Retirement Plan Services LLC, located at 3001 Orchard Vista Drive Southeast in Grand Rapids, Michigan, is a trusted institution specializing in accounting and finance services for retirement plans. With over fifty years of combined experience in the 401(k) Qualified Plan field, our team is dedicated to meeting individual and business needs with efficiency and attention to detail. As an independent Third Party Administration and Plan Consulting firm, we have access to a variety of products to ensure you receive the right solutions for your retirement needs. Our proven partners specialize in designing strategies to help you secure a retirement plan that takes advantage of the latest innovations in the Qualified plan space.
3001 Orchard Vista Dr SE, Grand Rapids, MI 49546, United States -
Chris Lerchen - State Farm Insurance Agent
● ClosedChris Lerchen - State Farm Insurance Agent is a trusted insurance agency located at 232 East Division Street in Sparta, Michigan. Situated downtown just west of the railroad tracks, our dedicated team is here to provide you with personalized insurance solutions to meet your needs. Specializing in auto, home, motorcycle, life, and retirement services, we are your one-stop shop for all your insurance needs. With 15 years of experience, Chris Lerchen is a knowledgeable State Farm Agent who holds various professional designations in the insurance industry. His experienced team, with over 30 years of combined experience, is committed to serving customers from Sparta, Cedar Springs, Grand Rapids, and beyond. Whether you are looking for coverage for your recreational vehicles, home, or retirement planning, we are here to help you navigate the complexities of insurance.
232 E Division St, Sparta, MI 49345, United States -
Arreyl Wilson, Bankers Life Agent
● ClosedArreyl Wilson, Bankers Life Agent is an insurance agency located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan, United States. Specializing in providing insurance products and services from Bankers Life, our dedicated team of professionals is committed to helping clients protect their financial future and achieve peace of mind. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can assist you with your insurance needs.
3350 Eagle Park Dr NE #104, Grand Rapids, MI 49525, United States -
FIREproof Wealth Management llc
● ClosedFIREproof Wealth Management LLC is a comprehensive financial, health, and insurance agency located in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping clients achieve financial independence, manage their health and wellness, and protect their assets through customized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking insurance coverage, we are here to provide expert guidance and personalized solutions. Visit us at 2828 Kraft Avenue Southeast to start building a secure and prosperous future today.
2828 Kraft Ave SE Suite 171, Grand Rapids, MI 49512, United States -
John Hancock
● OpenJohn Hancock is an insurance agency located at 975 3 Mile Road Northwest, Grand Rapids, Michigan, United States. They offer financial advisory services with a personal touch, believing that life insurance should help people live longer, healthier, and better lives. With over 160 years of experience, John Hancock is known for being honest, reliable, and fully committed to their customers. They offer a range of products designed to add real value to policyholders' lives and have partnered with GRAIL to provide access to the Galleri test for early cancer detection. John Hancock also offers personalized financial planning services to help clients achieve their goals and navigate market conditions. Additionally, they offer retirement planning services and have partnered with Life Happens to provide financial assistance to college students. John Hancock is dedicated to transforming the insurance industry with innovative solutions while maintaining their longstanding reputation for excellence.
975 3 Mile Rd NW # 9, Grand Rapids, MI 49544, United States -
Met Life
● OpenMetLife is a renowned insurance agency located at 330 East Beltline Avenue Northeast in Grand Rapids, Michigan. With a strong presence in the United States, MetLife offers a wide range of insurance products and services to meet the needs of individuals and businesses. Their dedicated team of professionals is committed to providing personalized solutions and excellent customer service. Whether you are looking for life insurance, health insurance, or retirement planning, MetLife has the expertise to help you make informed decisions and protect what matters most to you. Visit their office in Grand Rapids today to learn more about how MetLife can help you secure your future.
330 E Beltline Ave NE, Grand Rapids, MI 49506, United States -
Scott Southland - State Farm Insurance Agent
● ClosedScott Southland - State Farm Insurance Agent is a trusted insurance agency located at 1063 4 Mile Road Northwest in Grand Rapids, Michigan. With over 15 years of experience, Scott Southland and his team are dedicated to providing personalized service to customers in both English and Spanish. They offer a wide range of insurance options including home, auto, motorcycle, boat, renters', small business, and life insurance. Additionally, they provide retirement plans such as SEP IRA, SIMPLE IRA, and 401k to help small businesses attract and retain employees. The agency also offers tips on using extension cords safely, avoiding drunk driving, and protecting sensitive personal information. For more information or a free quote, customers can call, text, email, or visit in person. Securities and deposit products are distributed by State Farm VP Management Corp and U.S. Bank National Association respectively. Life insurance and annuities are issued by State Farm Life Insurance Company, and pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is not responsible for the content of third party sites and does not provide tax or legal advice. For all insurance and investment needs, Scott Southland - State Farm Insurance Agent is here to help.
1063 4 Mile Rd NW #100, Grand Rapids, MI 49544, United States -
Jacob Achterberg, Bankers Life Agent
● OpenJacob Achterberg is a dedicated Bankers Life Agent located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As an insurance agency, Jacob Achterberg provides personalized service and expert advice to help clients secure their financial future. With a focus on life insurance, retirement planning, and long-term care, Jacob Achterberg is committed to helping individuals and families protect what matters most. Contact Jacob Achterberg today to discuss your insurance needs and create a customized plan for your future.
3230 Eagle Park Dr NE # 204, Grand Rapids, MI 49525, United States -
Allstate Personal Financial Representative: Bryan Burkey
● ClosedAllstate Personal Financial Representative: Bryan Burkey is a finance and insurance agency located at 4240 29th Street Southeast in Grand Rapids, Michigan. As a trusted representative, Bryan Burkey offers personalized financial services to help individuals and families secure their financial futures. Whether you need assistance with retirement planning, investment strategies, or insurance coverage, Bryan Burkey is dedicated to providing expert guidance and support. With a commitment to excellence and customer satisfaction, Allstate Personal Financial Representative: Bryan Burkey is a reliable choice for all your financial needs.
4240 29th St SE, Grand Rapids, MI 49512, United States -
Ryan Lane, Bankers Life Agent
● OpenRyan Lane, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan, United States. As a trusted representative of Bankers Life, Ryan Lane offers a wide range of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and attentive customer service, Ryan Lane helps clients navigate the complexities of insurance and find the coverage that best suits their unique needs. Whether you are looking for life insurance, health insurance, long-term care insurance, or retirement planning services, Ryan Lane, Bankers Life Agent is dedicated to helping you protect what matters most. Contact us today to learn more about our offerings and how we can assist you in securing your financial future.
3230 Eagle Park Dr NE # 204, Grand Rapids, MI 49525, United States -
Austin Benzing, Bankers Life Agent
● OpenAustin Benzing, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a trusted agent for Bankers Life, we provide a range of insurance products and services to meet the needs of our clients. Our dedicated team is committed to helping individuals and families protect their financial futures through personalized insurance solutions. Whether you are looking for life insurance, long-term care insurance, or retirement planning, we are here to help you navigate the complexities of insurance and find the right coverage for your unique needs. Contact us today to schedule a consultation and start securing your financial future with Austin Benzing, Bankers Life Agent.
3230 Eagle Park Dr NE # 204, Grand Rapids, MI 49525, United States -
Thomas Kendra - Prudential Financial
● OpenThomas Kendra - Prudential Financial is a reputable finance and insurance agency located at 3033 Orchard Vista Drive Southeast in Grand Rapids, Michigan, United States. With a strong focus on providing personalized financial solutions and insurance services, they strive to help individuals and businesses achieve their financial goals and protect their assets. The experienced team at Thomas Kendra - Prudential Financial is dedicated to providing top-notch customer service and tailored financial strategies to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Thomas Kendra - Prudential Financial to provide expert guidance and support.
3033 Orchard Vista Dr SE #102, Grand Rapids, MI 49546, United States -
Michael Malott, Bankers Life Agent
● ClosedMichael Malott, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a representative of Bankers Life, Michael Malott offers a range of insurance products and services to help clients protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning assistance, Michael Malott is dedicated to providing personalized solutions to meet your needs. With a commitment to exceptional customer service and a deep understanding of the insurance industry, Michael Malott, Bankers Life Agent is a trusted partner in helping clients secure their financial well-being.
3230 Eagle Park Dr NE # 204, Grand Rapids, MI 49525, United States -
Greg Kraut, Bankers Life Agent
● OpenGreg Kraut, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a dedicated agent for Bankers Life, Greg Kraut offers a wide range of insurance products and services to help individuals and families protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Greg Kraut can provide personalized guidance and support to help you make informed decisions. With a focus on customer service and professionalism, Greg Kraut, Bankers Life Agent is committed to helping clients find the right insurance solutions to meet their unique needs.
3230 Eagle Park Dr NE # 204, Grand Rapids, MI 49525, United States -
The Beachler Agency
● ClosedThe Beachler Agency is a well-established insurance agency located at 2000 Burton Street Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing personalized and comprehensive insurance solutions, The Beachler Agency offers a wide range of coverage options for individuals and businesses alike. Their team of experienced agents is dedicated to helping clients find the right policies to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, The Beachler Agency is committed to delivering exceptional service and peace of mind. Contact them today to discuss your insurance needs and receive a customized quote.
2000 Burton St SE, Grand Rapids, MI 49506, United States -
Denis Ejupi, Bankers Life Agent
● ClosedDenis Ejupi, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan, United States. Specializing in life insurance and retirement planning, Denis Ejupi provides personalized services to help clients secure their financial future. With a strong focus on customer satisfaction and professional expertise, Denis Ejupi is committed to helping individuals and families make informed decisions about their insurance needs. Contact Denis Ejupi, Bankers Life Agent today to learn more about their services and how they can help you protect what matters most.
3230 Eagle Park Dr NE # 204, Grand Rapids, MI 49525, United States -
Residential Loan Center Independent Bank
● ClosedResidential Loan Center Independent Bank is a finance institution located at 201 West Big Beaver Road in Troy, Michigan, United States. With multiple branches across Michigan, including locations in cities like Ann Arbor, Cadillac, Grand Rapids, and Saginaw, the bank offers a range of financial services such as home loans, checking accounts, and retirement planning. Operating hours vary by branch, but most are open Monday through Friday, with some locations offering Saturday hours as well. The bank has been serving customers and communities for over 150 years, providing personalized service and expertise in all aspects of banking. Visit the Troy Columbia Center branch for assistance with your financial needs.
201 W Big Beaver Rd Suite 201, Troy, MI 48084, United States -
Independent Bank
● ClosedIndependent Bank is a trusted Michigan institution with a history of over 150 years serving customers and communities. Located at 4525 Lake Michigan Drive in Walker, Michigan, our full-service bank offers a wide range of financial services, from checking accounts to retirement planning. Visit us at our convenient location between Grand Rapids and Grand Valley State University, across from Meijer. Contact us at 616-735-2293 for more information or to schedule an appointment.
4525 Lake Michigan Dr NW, Walker, MI 49534, United States -
Independent Bank
● ClosedIndependent Bank is a trusted financial institution located at 3090 Plainfield Avenue Northeast in Grand Rapids, Michigan. With a history of over 150 years, we offer a wide range of banking services including checking accounts, mortgages, and retirement planning. Our Grand Rapids Plainfield branch is conveniently located off I-96 and is dedicated to serving the needs of our customers and the local community. Visit us today to experience personalized service and expert financial guidance.
3090 Plainfield Ave NE, Grand Rapids, MI 49505, United States -
LMCU
● ClosedLake Michigan Credit Union (LMCU) is a trusted financial institution located at 5701 28th Street Southeast in Grand Rapids, Michigan, United States. As a member-owned credit union, LMCU offers a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. With a focus on providing exceptional customer service and competitive rates, LMCU is dedicated to helping its members achieve their financial goals. Visit LMCU today to experience the difference of banking with a local, community-focused institution.
5701 28th St SE, Grand Rapids, MI 49546, United States -
Bloom Credit Union Meadowbrook
● ClosedBloom Credit Union Meadowbrook is a trusted financial institution located at 4833 Town Center Drive Southeast in Grand Rapids, Michigan, United States. As a full-service credit union, we offer a range of banking and financial services to meet the needs of our members. Whether you're looking to deposit funds, withdraw cash, or apply for a loan, our friendly staff is here to help. Visit us today and experience the convenience and personalized service that sets us apart from traditional banks.
4833 Town Center Dr SE, Grand Rapids, MI 49512, United States -
Independent Bank
● ClosedIndependent Bank is a well-established Michigan institution with over 150 years of experience serving customers and communities. Located at 4200 East Beltline Avenue Northeast in Grand Rapids, the bank offers full-service banking solutions, including checking accounts, home loans, and retirement planning. The Grand Rapids East Beltline branch also serves as the bank's headquarters and is conveniently situated between Rockford and Knapp's Corner. Visit Independent Bank for all your financial needs.
4200 E Beltline Ave NE #101, Grand Rapids, MI 49525, United States -
United Bank
● ClosedUnited Bank is a full-service financial institution located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan. Offering a wide range of banking and financial services, United Bank is dedicated to helping individuals and businesses achieve their financial goals. Whether you need an ATM for convenient access to your funds, banking services for everyday transactions, or insurance products to protect your assets, United Bank has you covered. Visit us today to experience personalized service and expert financial advice.
900 E Paris Ave SE, Grand Rapids, MI 49546, United States -
Darlene Frederick - At Aspen~Marquise Financial
● ClosedDarlene Frederick - At Aspen~Marquise Financial is a finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan. Specializing in financial services, Darlene Frederick and her team at Aspen~Marquise Financial provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, this institution offers a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or protect your wealth, Darlene Frederick - At Aspen~Marquise Financial is dedicated to helping you secure a stable financial future.
625 Kenmoor Ave SE Suite 301, Grand Rapids, MI 49546, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned finance institution located at 3480 28th Street Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing expert investment services, Fidelity Investments offers a wide range of financial products and solutions to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Fidelity Investments has the expertise and resources to help you make informed decisions and grow your wealth. With a commitment to excellence and customer satisfaction, Fidelity Investments is a trusted partner for individuals and businesses seeking to secure their financial future.
3480 28th St SE, Grand Rapids, MI 49512, United States -
Adventure Credit Union
● ClosedAdventure Credit Union is a financial institution located at 4211 Plainfield Avenue Northeast in Grand Rapids, Michigan. As a credit union, Adventure offers a wide range of financial services including savings accounts, checking accounts, loans, and investment options. With a focus on providing personalized service and competitive rates, Adventure Credit Union strives to help its members achieve their financial goals. Additionally, the institution also offers convenient ATM services for easy access to cash whenever needed. Visit Adventure Credit Union today to start your financial journey towards a brighter future.
4211 Plainfield Ave NE, Grand Rapids, MI 49525, United States -
Burnham & Dells Advisors
● ClosedBurnham & Dells Advisors is a finance institution located at 750 Front Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in retirement plan consulting and individual wealth investment management, we offer comprehensive and customized services to clients nationwide. As independent fiduciary advisors, we provide proactive guidance and institutional offerings to clients of all sizes. Our team is committed to ethics and integrity, with all Investment Advisor Representatives holding the Series 65 License. Our founding partners, Carla Dells, Sandy Burnham, Robert W. Burnham, and Jack Buzzitta, bring decades of experience in the finance industry. Additionally, Madeline Dells-Sepanik, Adam Trask, and Debbie Cook provide expert support in retirement plans and investment management. Contact us at (616) 940-9124 to start planning for your financial future today.
750 Front Ave NW UNIT 305, Grand Rapids, MI 49504, United States -
Watkins Ross
● ClosedWatkins Ross is a finance institution located at 200 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in consulting, actuarial, and administration services, Watkins Ross is dedicated to providing retirement plan services to help meet corporate objectives and navigate the complex world of health benefits for employees. The experienced team at Watkins Ross can design and administer various types of retirement plans, including cash balance, pension, profit sharing, ESOP, and non-qualified plans. They also specialize in financial reporting for Other Post-Employment Benefit Plans (OPEB) and Incurred But Not Reported (IBNR) reserve liabilities for health plans.
200 Ottawa Ave NW Suite #600, Grand Rapids, MI 49503, United States
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